ceritypartners.com
Cerity Partners offers comprehensive, individually tailored wealth management services for individuals, companies, and non-profit organizations. The firm's services include asset solutions, inheritance and gift planning, financial planning, insurance planning, risk management, tax advisory, and preparation. For business owners, there is also CFO consultation and accounting services. The firm handles various ship and agent types, including athletes, spouses, and expatriates. Cerity Partners is equipped with Addepar Orion Black Diamond eMoney and other tools. The firm's founding year is not specified, but it has over 100 employees. It possesses certificates and qualifications from various providers. Cerity Partners is based in the United States.
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